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Post by backwash on Jul 9, 2017 10:23:11 GMT -5
And while we are at it...I cant seem to find anything that you have posted that has come to fruition. I simply stated the price would go below 2 and it has, and that a material event creates an 8k. When Brazil, UAE or anything else produces a material even an 8k will surface. I also stated that scripts are no more than 6 per state- simple.
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Post by backwash on Jul 9, 2017 10:24:51 GMT -5
From an investment perspective, Osborne is spot on. Far superior analysis than yours K- just saying. Truth hurts.
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Post by bosephe on Jul 9, 2017 10:32:45 GMT -5
I also stated that scripts are no more than 6 per state- simple. Do we know how many states Mannkind has sales people in?
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Post by backwash on Jul 9, 2017 10:55:07 GMT -5
Exactly-How would you know how many states MNKD is operating in as management tends to skirt such specifics. So that leads the investment community to draw their own conclusions. Its fair to say if you take the number of states and divide that by the number of scripts one can come up with a current picture----- since transparency is not exactly the name of the game at MNKD.
Each to his own. Everyone has a different conclusion as to the merits of the investment and management. Im just saying the stock went under 2 dollars, and if a material event occurs an 8k should be issued. Im not in denial. Funny how people bag on Osborne. Are his numbers wrong.
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Post by agedhippie on Jul 9, 2017 17:19:47 GMT -5
I agree. I cannot find any material to support the idea that medical injections are culturally seen as bad. Do you still need to take insulin during a fast? Isn't it for when you eat food, which doesn't happen during fasting You need basal insulin. With the possible exception of Tresiba (never had cover for it) the other basals need to be taken every 12 hours. In theory Lantus lasts 24 hours - in practice it often doesn't. You often need bolus insulin for corrections during the day as well because the body seems to enjoy throwing in random rises to see if you are watching.
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Post by thall on Jul 9, 2017 20:22:08 GMT -5
I also stated that scripts are no more than 6 per state- simple. Do we know how many states Mannkind has sales people in? I'd like to know that as well. I'd also like to know how many physicians they are seeing a week and how many are new versus repeat calls.
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Post by saxcmann on Jul 10, 2017 8:03:51 GMT -5
Do we know how many states Mannkind has sales people in? I'd like to know that as well. I'd also like to know how many physicians they are seeing a week and how many are new versus repeat calls. This is a interesting question. I don't think mnkd management knows this or has enough incentives for reps selling to physicians with new scripts. good question...
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Post by golfeveryday on Jul 23, 2017 17:11:53 GMT -5
If scripts are the end all be all measurement of success then what catalysts down the road will lead to success? September 30th label change. Clinical studies (mid October at earliest) Peds approval (January at earliest). None of these items will swing us to profitability over night. Dilution will be needed well before November (unless there's up front money from UAE deal or epipen deal). . And guessing there will be Upfront cash , guessing plenty of it that's why mgmt is not worried Nor should Long's. Deal for epicen could bring cash or a major stake in Afrezza/company. Don't think buyout anytime soon, but stake could lead to buyout.
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Post by nadathing on Jul 23, 2017 19:50:44 GMT -5
. And guessing there will be Upfront cash , guessing plenty of it that's why mgmt is not worried Nor should Long's. Deal for epicen could bring cash or a major stake in Afrezza/company. Don't think buyout anytime soon, but stake could lead to buyout. Matt said 18 months ago they were looking for a partner with epi if I am not mistaken. Have they even started trials? Did they give us any hard information at the shareholders meeting? My guess is that the project is dead. Call me a pessimist, but I haven't seen a paying TS deal yet, other than a million bucks or so from RLS.
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Post by thall on Jul 23, 2017 21:30:27 GMT -5
A question from a previous conference call that I wondered about: www.mannkindcorp.com/Collateral/Documents/English-US/MNKD%202%203%2016%20Investor%20Call%20FAQ%20v2%209%2016%20FINAL.pdf"Can the insulin from Pfizer be used and is it cleared by the FDA? It has been stated to be sufficient to manufacture $10B of product." "Just prior to the agreement with Sanofi, MannKind completed CMC studies and a clinical bioequivalence study leading to a potential submission of the HMR 4006 insulin acquired from Pfizer. Based on the current age of the HMR 4006 inventories, MannKind is evaluating various options and utility for future use. There is currently sufficient inventory of Amphastar insulin for near term needs." What happened with that?
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Post by peppy on Jul 23, 2017 22:28:01 GMT -5
A question from a previous conference call that I wondered about: www.mannkindcorp.com/Collateral/Documents/English-US/MNKD%202%203%2016%20Investor%20Call%20FAQ%20v2%209%2016%20FINAL.pdf"Can the insulin from Pfizer be used and is it cleared by the FDA? It has been stated to be sufficient to manufacture $10B of product." "Just prior to the agreement with Sanofi, MannKind completed CMC studies and a clinical bioequivalence study leading to a potential submission of the HMR 4006 insulin acquired from Pfizer. Based on the current age of the HMR 4006 inventories, MannKind is evaluating various options and utility for future use. There is currently sufficient inventory of Amphastar insulin for near term needs." What happened with that? The amphastar contracts were renegotiated. The Pfizer insulin needs approval for use as technosphere insulin? The amphaster insulin is approved for technosphere.
the post makes me flash on over the counter.
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Post by matt on Jul 24, 2017 7:02:19 GMT -5
The amphastar contracts were renegotiated. The Pfizer insulin needs approval for use as technosphere insulin? The amphaster insulin is approved for technosphere.
the post makes me flash on over the counter.
Whenever you buy a drug, it comes with an expiration date that is generally not more than three years from the date of manufacture. If you have old drug, its chemical stability cannot be guaranteed beyond the expiration date. Often this is not because the molecule is inherently unstable, but because the manufacturers only tested the drug for 36 month stability and not 48 or 60 months (or longer). Bulk API (active pharmaceutical ingredients) also have an expiration date, so the Pfizer insulin and all insulin bought from Amphastar will likely expire before it can be used. The difference is that bulk API can be restested to prove that the molecule is still stable and, if it is, then FDA will allow it to be used in manufacturing new product for the consumer. Some molecules are stable under proper storage conditions almost indefinitely, but the manufacturer has to test each lot periodically if they want to extend the usable life. At some point it comes down to a business decision of whether to spend the money retesting, or to spend the money to buy a fresh supply. Given that MNKD has such large quantities of insulin on hand I suspect it is a very stable drug.
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Post by promann on Jul 24, 2017 7:18:51 GMT -5
And while we are at it...I cant seem to find anything that you have posted that has come to fruition. I simply stated the price would go below 2 and it has, and that a material event creates an 8k. When Brazil, UAE or anything else produces a material even an 8k will surface. I also stated that scripts are no more than 6 per state- simple. you say that scripts are no more than 6 per state.. That makes it sound like an average of only 6 people per state are using Afrezza but that's not the case. just want to set the record straight that we don't know how many people are using Afrezza for sure but we could say taking last weeks TRX of 320 and multiply that times 13 weeks the approx 90 day script eguals approx 4,160 are using Afrezza. Devided by 50 states is 83.2 average people per state are using Afrezza. That sounds a little better.. ;-)
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Post by thall on Jul 24, 2017 7:38:02 GMT -5
A question from a previous conference call that I wondered about: www.mannkindcorp.com/Collateral/Documents/English-US/MNKD%202%203%2016%20Investor%20Call%20FAQ%20v2%209%2016%20FINAL.pdf"Can the insulin from Pfizer be used and is it cleared by the FDA? It has been stated to be sufficient to manufacture $10B of product." "Just prior to the agreement with Sanofi, MannKind completed CMC studies and a clinical bioequivalence study leading to a potential submission of the HMR 4006 insulin acquired from Pfizer. Based on the current age of the HMR 4006 inventories, MannKind is evaluating various options and utility for future use. There is currently sufficient inventory of Amphastar insulin for near term needs." What happened with that? The amphastar contracts were renegotiated. The Pfizer insulin needs approval for use as technosphere insulin? The amphaster insulin is approved for technosphere.
the post makes me flash on over the counter.
The document is about a year and a half old. Was there any progress on the HMR 4006 application? Could they sell whatever there is to someone else as is? How much do they have?
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Post by audiomr on Jul 24, 2017 12:00:20 GMT -5
Do you still need to take insulin during a fast? Isn't it for when you eat food, which doesn't happen during fasting? Some people will still need insulin during a fast. But not a mealtime insulin like Afrezza.
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